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RSP vs SPY: Performance & Backtest Comparison

RSP delivered the higher return - 11.03% CAGR vs 10.74% - over 2005-03-31 → 2026-07-31.
RSP was not publicly traded 2017-12-31 → 2017-12-31 (1 months) - treated as uninvested cash (0%) for that stretch.

Growth comparison

Drawdown

Annual returns

RSPSPY
NameInvesco S&P 500 Equal Weight ETFState Street SPDR S&P 500 ETF Trust
CAGR11.03%10.74%
Total return840.04%789.41%
Volatility19.48%14.91%
Max drawdown-56.79%Feb 2009-50.78%Feb 2009
Sharpe0.540.65
Sortino0.830.88
Best year42.19%32.31%
Worst year-41.08%-36.79%
Final balance$94,004$88,941

Correlation of monthly returns: 0.85. Wondering if you need both? Check their fund overlap →

All figures are total returns: every dividend and distribution is reinvested on its ex-date, and prices are split-adjusted. See the methodology.

Which has performed better, RSP or SPY?

Over 2005-03-31 to 2026-07-31, RSP performed better: 11.03% annualized versus 10.74% for SPY, with dividends reinvested. Past performance does not guarantee future results.

How similar are RSP and SPY?

Their monthly returns have a correlation of 0.85 over the common period. RSP is Invesco S&P 500 Equal Weight ETF; SPY is State Street SPDR S&P 500 ETF Trust.

Which is riskier, RSP or SPY?

Over the common period RSP had 19.48% annualized volatility and a -56.79% max drawdown, versus 14.91% and -50.78% for SPY.